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- Select the Add Account
icon on the top right of the Account Bar.
- Select Offline Account.
- Select the account type. Spending accounts include Checking, Savings, and Credit Card.
- Name your account and select Next. Depending on your version of Quicken, you may also have options for selecting how your account is used.
- Enter your Statement ending date (The date you want to start tracking from) and your Statement ending balance (how much was in your account that day). Select Next.
- Your account will be added. Select Finish.
More information
Add a property or debt account
Add a business account (Quicken Home & Business only)
Add a rental property account (Quicken Rental Property Manager only)